Marcia Wagner
Industry Pros Comment On ERISA Advisory Council Draft Recommendations
Here the intent is to make it possible for a plan/IRA to apply the QDIA safe harbor to involuntary rollovers. But how will this impact plan participants?
How Professional Fiduciaries Can Help 401k Plan Sponsors
The tangled web of ERISA regulations grows worse each year. Is this too much for companies responsible for maintaining 401k plans?
3 ‘Must Do’ Practices To Become A Better 401k Professional Fiduciary
It’s tempting to turn your attention to your company, some academic theory, or even—hush!—“best practices.” The truth is, as a fiduciary, you only have one job.
Do 401k Plan Sponsors Really Believe These Reasons To Hire A Professional Fiduciary?
Here’s the real conundrum faced by 401k plan sponsors: They realize they don’t have the expertise to administer the plan. So, what do they do? It’s only natural they do seek outside help for their retirement plan. The trouble is, not all third parties are created equal. But does the average plan sponsor know this?
3 Ways Pooled Plans Free Up 401k Plan Sponsors’ Time
Not only do pooled plans reduced the administrative burden, but they can also reduce the fiduciary liability for 401k plan sponsors. If you’re not constantly looking over your shoulder, you can spend more time with your nose to the grindstone.
5 Reasons Bigger 401k Plans Are Better
Some costs can’t be negotiated. These relatively fixed costs are the same no matter the size of the plan. Bigger plans can absorb these costs over a larger asset base, meaning the per participant cost is lower.
Is Proposed Bill Easing 401k Participation Of Workers Under Age 21 Focusing On The Wrong Thing?
Any focus on younger employees in terms of saving for retirement may all be for naught. For these often lower-paid workers, the higher contribution caps for 401k plans may not any practical benefit.
What Should 401k Plan Sponsors Do Now That The Fiduciary Rule Has Been Stayed?
The relative quickness of this one-two shot from the District Courts suggests an obvious flaw in the new Rule.
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